CFFP
FUN icon

Center for Financial Planning’s Cedar Fair FUN Stock Holding History

Center for Financial Planning’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-70
Closed -$1.07K – 687
2025
Q4 		$1.07K Buy
+70
New +$1.27K ﹤0.01% 635
2025
Q1 		– Sell
-44
Closed -$2.12K – 724
2024
Q4 		$2.12K Buy
+44
New +$1.93K ﹤0.01% 534
2020
Q1 		– Sell
-70
Closed -$4K – 580
2019
Q4 		$4K Buy
+70
New +$3.94K ﹤0.01% 381

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Center for Financial Planning's FUN Position: Q1 2026 in Review

Center for Financial Planning sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 70 shares — an estimated $1.07K sold.

Center for Financial Planning first reported a position in FUN in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Center for Financial Planning reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 70 Cedar Fair shares in Q1 2026, an estimated $1.07K.
  • Center for Financial Planning first reported a position in Cedar Fair in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Cedar Fair position peaked at $4K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.